Build a Lead Performance Report with Mobile Platform Columns

Version 11

    Follow these steps to create a lead performance report with mobile platform (iOS/Android) columns:

    Learn how to:

    • Create Mobile Smart Lists
    • Create a Lead Performance Report
    • Add Mobile Smart Lists as Columns

    Create Mobile Smart Lists

    1.1   Under Marketing Activities, select a program.
    1.2   Under New, click New Local Asset.
    rtaImage (1).png
    1.3   Click Smart List.
    rtaImage (2).png
    1.4   Enter a Name and click CREATE.
    rtaImage (3).png
    1.5   Find and drag the Opened Email filter into the canvas.
    rtaImage (4).png
    1.6   Set Email to is any.
    rtaImage (5).png
    1.7   Add the Platform constraint.

    rtaImage (6).png

    We used the Opened Email filter in this example, you can also use the Clicked Email filter as it has the Platform constraint.


    1.8   Set Platform to iOS.


    rtaImage (7).png

    At least one lead must have opened one of your emails on an iOS device in order for the autosuggest to find it. If it does not, you can manually type it in and save.
    Fantastic! Now create a second smart list for the "Android" platform. Once that is done, move on to the next section.


    Create a Lead Performance Report


    2.1   Under Marketing Activities, select the program that is housing your iOS and Android smart lists.


    rtaImage (8).png


    2.2   Under New, click New Local Asset.


    rtaImage (9).png


    2.3   Click Report.


    rtaImage (10).png


    2.4   Set Type to Lead Performance.


    rtaImage (11).png


    2.5   Click CREATE.


    rtaImage (12).png


    Alright! Let's keep movin'


    Add Mobile Smart Lists as Columns


    3.1   Under the Setup tab, drag Custom Columns into the canvas.


    rtaImage (13).png


    By default the Lead Performance report is looking at the Last 30 days. Change the timeframe if you like.


    3.2   Find and select the smart lists you created earlier and click Apply.


    rtaImage (14).png


    Yeeeeeha! Now just run the report by going to the Report tab to see your data.


    rtaImage (15).png


    How cool is that?